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Your Valuable Team at the Helm

Pearson Wealth Management is a fee-only investment and financial planning firm.  We strategically partnered with Laurel Wealth Advisors (LWA), a Registered Investment Advisor for their support in technology, compliance and back-office services. Our wealth advisory services are also offered through them. Additionally, client assets are custodied through Schwab Institutional Services. 

Vanessa L. Pearson Photo

Vanessa L. Pearson

PWM Founder & Investment Advisor Representative

Founded by Vanessa Pearson, Pearson Wealth Management is a full-service, client-centric investment and financial planning service firm. With nearly 20+ years of experience in the financial industry, she has trained and worked at noted firms such as Sanford Bernstein, Salomon Smith Barney, Citigroup, and Morgan Stanley. Ms. Pearson provides her clients with personable one-on-one guidance and individualized planning helping them to better achieve their long-term planning goals. 

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Lee A. Tripodi Photo

Lee A. Tripodi

Managing Principal and LWA Co-Founder

Lee Tripodi is Managing Principal and Co-Founder of Laurel Wealth Advisors, Inc. and leads the development and execution of LWA’s core business strategies. Lee’s primary focus is to help financial advisors deliver the best possible experience to their clients and community.  

Prior to founding Laurel Wealth Advisors in 2011, Lee was Senior Vice President, Executive Director, and Complex Manager for UBS in La Jolla, California. At UBS, Lee was responsible for a turnaround that raised the profile of the firm significantly for both clients and advisors. As a result, his region achieved the highest performance rankings amongst UBS peers, while revenues more than tripled under Lee’s leadership. In his 25 years of senior-level management at UBS and Smith Barney, Lee is most proud of creating a collaborative culture that aligns advisors, support staff and management to truly represent clients.

Mark D. Welsh Photo

Mark D. Welsh

Managing Principal and LWA Co-Founder .

Mark Welsh is Managing Principal and Co-Founder of Laurel Wealth Advisors, Inc. and directs LWA’s administration and operations. Mark’s primary focus is to optimize LWA’s operations and technology, and provide advisors with a robust platform for serving their clients’ needs, objectively and transparently.

Mark has over 30 years of operational experience in the financial services industry, locally, regionally and nationally. He has served as a branch manager for UBS Financial Services in San Diego and a divisional administrative manager for Shearson Lehman Brothers in Houston. Mark was also Director of Branch Administration and Senior Vice President for Smith Barney Shearson in New York City, where he was responsible for the operations of all 365 national offices.

Donna L. Cooper

Chief Compliance Officer, LWA CWI Compliance Works, Compliance Specialist

Donna has over 25 years of professional practice in the financial services industry. Previously a Senior Consultant for a regional consulting firm, she is an experienced industry practitioner who provides outsourced compliance consulting to financial services organizations of all sizes, from start-ups to large, international companies. Donna is skilled in compliance and operations, supervision, and audit and risk management surveillance, as well as proficient in human resources, management, and business development. Previously, she served for over 12 years as the Chief Compliance Officer of Butler Capital Investments, LLC, an alternative investment firm. Before that, she was a Vice President and Operations Manager for Salomon Smith Barney. She started in the industry with Wheat, First Securities. Donna maintains regulatory licenses Series 7, (9/10), 24, 30, 31, 63, 65 (active as needed), and is a prior FINRA Non-Public Arbitrator.

Elizabeth A. Cave

LWA Compliance Officer

Liz joined Laurel Wealth Advisors in 2013. She has approximately 20 years of experience in the financial services industry. She began her career as a Sales Assistant with Smith Barney and worked her way up to Administrative Assistant to Branch Manager. She then continued her career with UBS in both their Rancho Bernardo and downtown San Diego offices. Liz is a San Diego native and enjoys living locally with her husband and three children.

Leslie R. Hodgeson

LWA Operations Manager

Leslie has been with Laurel Wealth Advisors since May 2012. She has over 30 years of operational experience in the financial services industry. Before Laurel Wealth, she worked for a local financial advisory firm for ten years in the capacity of Senior Commissions Analyst. Leslie also served as a Vice President for TD Ameritrade Institutional Services in San Diego for five years. Before that, she worked for Jack White & Company Advisor Services and another local discount broker for more than ten years. Before joining Laurel, she held Series 7 & 63 licenses. Leslie lives in the Carmel Valley area of San Diego, CA with her husband, Granger. She has two grown children, Tanner and Erica.

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